The Opportunities feature on PartnerPortal.io allows you to send leads and business opportunities to your partners directly within the portal. This feature streamlines collaboration and communication between you and your partners, making it easier to identify and pursue potential business prospects.
Enabling Opportunities
To turn on the Opportunities feature, follow these steps:
Navigate to "Accounts & Settings" in the main menu.
Click on the "Opportunities" sub-tab.
Enable the Opportunities feature.
Additionally, you'll need to determine the different service types that align with your business offerings. The "service type" is a dropdown menu that partners can easily understand, as it relates to their specific needs and interests.
We hope this guide helps you leverage the Opportunities feature effectively to drive business growth and foster strong partnerships with your network of partners.
To learn more about using Opportunities, please check out this article.
If you have any questions or need further assistance, please don't hesitate to contact our team at [email protected] or [email protected]